?The June values are much higher than year-earlier levels but are not at all-time highs. The last time these indices were at comparable levels was in December 2015. Historical prices suggest that continued price increases through 2021 and 2022 are possible. Of course, declines could occur as well.?
Wollte der Vorstand nicht am 12.08 nicht präsentieren, wie man sonst außer Kali, Salz, Entsorgung und natürlich Garnelen Geld verdienen will? Vielleicht Energiespeicher? Die grüne, regenerative Sau zieht doch immer. Kalle, vielleicht wird es zu den Q-Zahlen doch anders?
?Our third-quarter order book is now 90% committed and priced. As a result, we expect a sequential increase of 90 to $100 per tonne in realized phosphate prices and 25 to $35 per tonne in realized potash prices.?
?Beyond the third quarter, we are seeing buyer appetite for fourth-quarter commitments as well. All of this implies higher earnings in the third quarter and very strong results in the fourth and into 2022. The dynamics fueling the agricultural markets point to a period of strength that we believe will extend well beyond 2021. Grain stocks remain limited and global corn and soybean demand is growing driven in part by surging Chinese demand and biofuels.?
?Demand for potash and phosphates is up substantially compared with last year, and nearly all of the fertilizer delivered this year has gone to the ground, which means channel inventories in most regions remain below historic norms. In North America, demand continues to be strong.?
?Southeast Asian fertilizer demand is benefiting from the strength in palm oil, and China is incenting its farmers to maximize yield.?
?n potash, demand growth continues to exceed new supply from higher operating rates recently announced by producers. As a result, prices continue to rise.?
Hier ist die Erlärung in dem vondir verlinkten Mosaic Call: "...Joc O'Rourke -- President and Chief Executive Officer The lag between the potash prices we're seeing at the mine gate today and the actual international prices are driven by a couple of things. First of all, when we look at international shipments through Canpotex, Q1, we had delays due to port issues. In Q2, we're now seeing delays due to wildfires and rail impacts as we go through the British Columbia interior. So this is starting to push shipments back to their better-than-normal lag period that we're experiencing.
Plus, you have to consider that these prices are the Asian prices, which are lagging as well from the Brazilian and North American prices. If we turn to North America, a lot of the tonnes that we're delivering now and will deliver through Quarter 3 are tonnes that were sold in early May for August shipment to meet summer fill demand. Then of course, those were delayed further due to the K1/K2 closure, which means a lot of the May volume won't be priced or shipped until October. And so the pricing lag is higher than it would normally be.
But I will emphasize that we are in our distribution business seeing and selling at the $600-plus price that we're talking about being the spot market.